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District invests preneed and endowment funds with Stifel

Madera Cemetery dist logoMadera Cemetery dist
Disclosed value
Preneed: $771,900; Endowment Principal: $138,000; Endowment Interest: $41,000
From minutes
Document date
Feb 24, 2026

The 30-second brief

What it covers

The Madera Cemetery District invested $771,900 in preneed funds, $138,000 in endowment principal, and $41,000 in endowment interest, with Trustee Nemeth noting that he and Sandra Wheeler of Stifel Investments obtained favorable rates. The report reflects an ongoing financial services relationship with Stifel for managing district investment funds.

Who holds it

Stifel Investments holds this financial services contract with Madera Cemetery dist. Its other public contracts on record include work for Summit Cemetery District and Region 7 - Resource Training and Solutions.

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Contract details

Contract type
Financial Services
Amount
Preneed: $771,900; Endowment Principal: $138,000; Endowment Interest: $41,000
Document date
February 24, 2026
Vendor
Stifel Investments
Agency
Madera Cemetery dist
Source document
Madera Cemetery District Minutes Regular Board Meeting 2026-02-24 (Minutes)

Stifel Investments's other public contracts

Summit Cemetery District, CaliforniaBoard Moves $1.5M to Stifel Investments Account · May 12, 2026UndisclosedRegion 7 - Resource Training and Solutions, MinnesotaStifel Investments Approved as 2026 Depository · Jan 21, 2026UndisclosedKern County Cemetery District, CaliforniaDistrict maintains $3.86M portfolio with Stifel · Jan 15, 2026Saint Clair Fire Protection District, MissouriBoard Approves Bond Fund Transfer to Stifel Investments · Dec 9, 2025$2.9MChildren's Community Charter District, CaliforniaStifel Investments Service Discussed at School Board · Nov 13, 2025UndisclosedAll Stifel Investments contractsVendor profile

More Madera Cemetery dist contracts

PG&EMadera Cemetery District Reviews PG&E Easement Progress · Sep 21, 2026UndisclosedSTIFELMadera Cemetery District Reports Stifel Fund Investments · Aug 25, 2026Hughes, BrianMadera Cemetery District Engages Brian Hughes as Counsel · Aug 25, 2026UndisclosedSTIFELDistrict Reviews Stifel Endowment Investment Holdings · Jul 28, 2026UndisclosedTESLATesla Approved as District Electric Vehicle Option · Jul 28, 2026UndisclosedAll Madera Cemetery dist activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Madera Cemetery dist?

Stifel Investments was awarded this financial services contract by Madera Cemetery dist, as recorded on February 24, 2026. The contract value is Preneed: $771,900; Endowment Principal: $138,000; Endowment Interest: $41,000.

How much is the Stifel Investments contract with Madera Cemetery dist worth?

The Stifel Investments contract with Madera Cemetery dist is valued at Preneed: $771,900; Endowment Principal: $138,000; Endowment Interest: $41,000, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in Madera Cemetery District Minutes Regular Board Meeting 2026-02-24 (Minutes), dated February 24, 2026 from Madera Cemetery dist. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Stifel Investments hold?

Stifel Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Madera Cemetery dist currently buying?

Explore Madera Cemetery dist's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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